Better Proposals + Microsoft Outlook + Maximizer CRM
Create Maximizer notes and email drafts in Microsoft Outlook when new proposals are paid in Better Proposals
With this seamless workflow in place, you can automatically generate detailed Maximizer notes and draft personalized follow-up emails whenever a new Better Proposals proposal is successfully paid. Streamline your workflow, nurture client relationships, and close deals with ease. Experience the power of automation today and take your sales game to the next level!
With this seamless workflow in place, you can automatically generate detailed Maximizer notes and draft personalized follow-up emails whenever a new Better Proposals proposal is successfully paid. Streamline your workflow, nurture client relationships, and close deals with ease. Experience the power of automation today and take your sales game to the next level!
- When this happens...Proposal Paid
Triggers when a proposal is paid.
- automatically do this...Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
- then do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try It
